Using Worklists

Worklists enable you to quickly access data that you frequently need. Examples of such data include material cost estimates, services, and internal activities. You can structure the worklist so that it best suits your purposes.

The worklist consists of containers to which you add the items you require. You can have containers with all item categories (Item category-independent) or certain item categories only (Item category-dependent).

Information in the container of a worklist, such as material cost estimates or base planning objects, can be:

Dragged into the costing structure or the list screen of the unit cost estimate
Displayed by double-clicking in the Detail List screen area

Prerequisites

You are in the Multilevel Unit Costing screen. You can reach this screen by either of the following menu paths:

Accounting Controlling Product Cost Controlling Product Cost Planning Material Costing Cost Estimate Without Quantity Structure Edit Multilevel
or
Accounting Controlling Product Cost Controlling Product Cost Planning Reference and Simulation Costing Edit Multilevel .

Procedure

Choose Worklists On to display the Worklist screen area.
In the Worklist screen area, choose (Create Worklist) to create a worklist.
Enter the name, and specify the following:
- Whether only you should be able to access the worklist, or all users
- Whether the worklist should contain more than one container or only one container with items of a certain category
To add an item to a container, position the cursor on the container and choose Select with the right mouse button.
To delete an item from a container, use the right mouse button and choose Delete item.
To display the costing items, double-click on the relevant cost estimate in the worklist.
If you are displaying material cost estimates without quantity structure and base planning objects, the List Screen of the Unit Cost Estimate appears. If you are displaying material cost estimates, the detail screen of the cost estimate appears.

For more information, see Analyzing the Results and Displaying Material Cost Estimates.
In the Worklist screen area, you can do the following:
- To convert a container to a worklist, choose (Container...) Convert Container to Worklist .
- To insert a container into a worklist, choose (Container...) Insert Container .
  Enter a name for the container and specify whether all items or only items of a certain category are to be included in the container.
- To delete a container, choose (Container...) Delete Container .
- To copy one worklist into another, choose (Copy Worklist).
- To rename the currently displayed worklist, choose (Rename Worklist).
- To save the displayed or edited worklist, choose (Save Worklist).
- To delete the currently displayed worklist, choose (Delete Worklist).

Result

You can display up to three worklists. To do this, choose Worklist from the list field and confirm with (Open Worklist).

The worklists are displayed as tabs. For the heading of the tab, the name of the worklist and one of the symbols (Worklist 1), (Worklist 2) or (Worklist 3) is shown. By using (Move worklist) and (Move worklist), you can rearrange the tab pages as desired.

After creating a worklist, you can use the data for Multilevel Unit Costing. To insert an existing cost estimate or item from the worklist into the costing structure or list screen of the unit cost estimate, place the cursor on the item in the worklist and drag it.

Note Note

If you transfer a material cost estimate, you can choose whether it is transferred as the original or as a copy.

End of the note.

Note Note

This feature is only of limited use for base planning objects. For example, you cannot insert a material cost estimate into a base planning object.

End of the note.